Upload and download files (Fundamentals)
Find instructions and an overview of upload and download locations in Collection Manager Fundamentals.
Note: If you are a WMS library or using full WorldShare Collection Manager, see Upload and download files.
Upload and download locations in Collection Manager Fundamentals
| Category of need | Desired action | Relevant collection types | Upload/ download location | Alternative location | Find instructions | Notes |
|---|---|---|---|---|---|---|
| MARC records | Download MARC records | OCLC Cataloged Collections | Metadata > My Files > Downloads | SFTP | See Download files in My Files and Download files with SFTP | |
| Record and WorldCat holding reports | Download record and WorldCat holdings reports |
OCLC Cataloged Collections Data sync collections |
Metadata > My Files > Downloads | OCLC Usage Statistics | See Institution settings, Reports and Understand emailed reports. | Reports are not generated if there is no activity |
| Download additional data sync reports | Data sync collections | Metadata > My Files > Downloads | SFTP | See Download files in My Filesand My Files reports and record files. | None | |
| Knowledge base Activity History, collections and Titles | Download activity history or a third-party holdings file uploaded report | Knowledge base collections | Activity History | None | See Collection Manager Activity History | Find activity history per collection in collection-level settings. |
| Upload/Download title data to select and/or customize a single collection | Knowledge base collections | Collection-level settings | None | See Collection-level settings in knowledge base collections, Titles. | Follow the instructions for KBART formatting and for file format. | |
| Download a file of all selected collections or titles, | Knowledge base collections | My Files > Downloads > KB Downloads | None | See Download knowledge base data to analyze your selections or for a third-party. | All file downloads are UTF-8 encoded. | |
| Upload a complete holdings file from a third-party knowledge base | Knowledge base collections | Institution Settings > Knowledge Base Data > Upload KB Data | SFTP | See Map title from a holdings file. | Follow the instructions to export your holdings and prepare your file for upload. | |
| Data sync file transfer | Upload files for a data sync collection | Data sync collections | Metadata > My Files > Uploads | SFTP | See Upload files in My Files. | Review the data requirements for bibliographic and/or local holdings records. |
| Download files for a data sync collection | Data sync collections | Metadata > My Files > Downloads | SFTP | See Download files in My Files. | See Data sync. Note: All Own Record Return files are output in UTF-8. |
Providers can send OCLC files on your behalf to dynamically maintain knowledge base collections.